Personal Lines Client Manager

World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.

About the role

With some guidance and/or direction, leads client service including all primary activities listed below. May deliver renewal messaging to some clients. Majority of time spent on standard process steps, often auto-renewals.

Responsibilities

• Primary Activities (60% or more of time)
  • Evaluates exposures and renewal quotes
  • Review upcoming renewals and determine which accounts warrant remarketing
  • Make coverage recommendations
  • Utilize comparative rater tool to obtain quotes
  • Transact agency billing (where applicable)
  • Obtain signed binding and notify carriers
  • Review binding documents for accuracy
• Other Responsibilities, as applicable
  • Setup and maintain accurate account details, contacts, and policy information in EPIC
  • Process renewals, endorsements, acknowledgments, cancellations, and proofs of insurance
  • Attach, organize, and name documents in EPIC
  • Initiate endorsements, proofs of insurance, and invoices
  • Leverage templates and system-generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change requests, etc.
  • Create activities in EPIC and assign to applicable team member
  • May be responsible for pulling items such as MVR, CLUES, Risk Meters, RCE, etc.

Requirements

• 3+ years’ experience in Personal Property and Casualty with a comprehensive understanding of insurance coverages
• Must hold state Property & Casualty insurance license
• High School Diploma or equivalent

Skills

• Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates
• Skilled in Excel, Word, and other MS Office products
• Maintains effective relationships with clients, co-workers, and colleagues; viewed as a team player and is cooperative and collaborative
• Able to obtain firsthand customer information and use it for improvements in placements and services
• Understanding of guaranteed cost program design and coverage forms; able to provide consultation on coverage needs
• Strong written, oral, and interpersonal communication skills
• Sets and achieves day-to-day objectives within the context of specified solutions
• Develops and implements work plans for completing projects
• Able to consistently perform/produce quality work, understands urgency in various tasks, and consistently meets timelines
• Proficient in self-serve portals and manages client training and utilization
• Follows a well-established set of activities; able to solve difficult problems that are not routine but not overly complex
• Ability to work in a fast-paced environment with some instruction and a high degree of accuracy and attention to detail

Physical Demands

Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically required every day, and walking and standing are required occasionally.